Aurora Private Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Aurora Private Wealth’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-41,256	Closed	-$2.47M	–	162
2022 Q3	$2.47M	Buy	41,256 +2,346	+6%	+$154K	1.14%	15
2022 Q2	$2.53M	Buy	38,910 +1,545	+4%	+$104K	1.14%	15
2022 Q1	$2.5M	Buy	37,365 +3,309	+10%	+$220K	1.03%	15
2021 Q4	$2.27M	Buy	34,056 +1,959	+6%	+$123K	0.99%	18
2021 Q3	$1.92M	Buy	32,097 +1,929	+6%	+$119K	0.78%	22
2021 Q2	$1.85M	Buy	30,168 +3,003	+11%	+$181K	0.74%	26
2021 Q1	$1.6M	Buy	27,165 +23,490	+639%	+$1.38M	0.66%	23
2020 Q4	$212K	Buy	+3,675	New	+$195K	0.09%	195

Other funds holding IYK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return